+210.3%
RSP vs LDOS
+228.4%
-18.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.2% |
| 7D | +1.8% | -3.5% | +5.2% | +3.0% |
| 30D | +3.5% | +9.5% | -6.1% | +0.1% |
| 3M | +0.2% | -6.3% | +6.5% | +2.0% |
| 6M | +9.1% | +2.8% | +6.3% | +6.7% |
| YTD | +16.6% | -26.6% | +43.2% | +27.4% |
| 1Y | +17.9% | -31.3% | +49.2% | +32.1% |
| 3Y | +64.6% | +30.9% | +33.7% | +36.7% |
| 5Y | +48.4% | +49.4% | -1.0% | +13.6% |
| All | +210.3% | +228.4% | -18.0% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LDOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling